Sargent Investment Group’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Hold |
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|
2025
Q4 | $1.04M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $817K | Hold |
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|
2025
Q1 | $649K | Hold |
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|
2024
Q4 | $751K | Sell |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $876K | Hold |
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|
2023
Q2 | $938K | Hold |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $644K | Hold |
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|
2022
Q3 | $641K | Hold |
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|
2022
Q2 | $647K | Hold |
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|
2022
Q1 | $876K | Hold |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $825K | Hold |
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|
2021
Q2 | $840K | Hold |
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|
2021
Q1 | $784K | Hold |
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|
2020
Q4 | $701K | Hold |
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|
2020
Q3 | $564K | Hold |
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|
2020
Q2 | $495K | Hold |
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|
2020
Q1 | $380K | Hold |
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|
2019
Q4 | $465K | Hold |
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|
2019
Q3 | $391K | Hold |
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|
2019
Q2 | $367K | Hold |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $290K | Buy |
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